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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-09 |
Branch Locations
1 Herkimer Road, Utica, NY 13502 • United States
233 Genesee St., Utica, NY 13501 • United States
1746 Black River Blvd., Rome, NY 13440 • United States
4767 Consumer Square, New Hartford, NY 13413 • United States
501 East Main Street., Little Falls, NY 13365 • United States
6 New Hartford Shopping Center, New Hartford, NY 13413 • United States
3078 Bridge Street, Newport, NY 13416 • United States
80 Oriskany Blvd, Whitesboro, NY 13492 • United States
Seneca Ave & Rt 13, Canastota, NY 13032 • United States
134 East Main St, Frankfort, NY 13340 • United States
Baldwinsville, NY • United States
319 North Main Street, North Herkimer, NY 13350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securites Llc | Liverpool | NY | 01/2010 | 01/2018 |
| Prudential Insurance Company Of America | Liverpool | NY | 01/2010 | 01/2018 |
| Sagepoint Financial, Inc. | Baldwinsville | NY | 01/2018 | 12/2019 |
| M&T Securities, Inc. | Rome | NY | 12/2019 | 06/2021 |
| Lpl Financial Llc | Rome | NY | 06/2021 | Present |
DAVID A. HUHTALA~225 WEST SHORE ROAD, NORWICH, NY 13815~MANAGE TRUST~N~CO-TRUSTEE FOR FAMILY TRUST OF JOHN R. HUHTALA (FATHER)~01/2011~2 HRS/MO~2 TRADING HRS/MO POSITION: Co-Trustee NATURE: FamilyTrust INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2011 ADDRESS: 225 West Shore Road, Norwich NY 13815, United States DESCRIPTION: Manage the family trust as a Co-Trustee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-10 |
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